Add New Order

Add New Order

Module: Customer Detail Page
Path:
Topic: New Order Tile
Version(s): Version 5.1 and up
Editions: All

What Is New Order Tile

The new order tile allows you to create a new order for this specific customer with customer related information already prepopulated for the agent on the order entry fields.

Making The Connection

Where Will I See This Within OLX?

The new order tile is located on the customer detail page.

What Reports Can Be Pulled?

  1. at this time there are no reports related to new order tile specifically

What Imports/Exports Relate to New Order Tile

  1. There are no imports/exports related to new order tile specifically

Trouble Shooting

  1. The address used has billing/shipping Unchecked

    1. if there are no address profiles selected the system will default to the last address used for the customer

New Order Tile

  1. To create a new order for the customer who's record you are currently viewing, click the New Button.  The enter source info screen will appear:

  1. Choose the source from the drop-down menu, you can select from
    1. DNIS (which is what the system defaults to)
    2. Source
    3. Promo code
  2. Enter the Value of the Source selected which will bring you to the appropriate script.
  3. Select a Payment Method from the drop-down list of stored payments for the given customer.
    1. if token profile is selected this may require order to process via override constraint during payment processing
  4. Select a Billing Address from the drop-down list of stored payments for the given customer.
    1. if no information is selected the system will default to the last address used
  5. Select a Shipping Address from the drop-down list of stored payments for the given customer.
    1. if no information is selected the system will default to the last address used
  6. If you would like to enter a new profile from the Source screen, click the New Button . 
    1. An appropriate new profile screen will appear. (See Address and Payment Profiles)

     

    • Click the Go button , you will be brought to a new order screen; and all of the selections made will be pre-populated into the correct fields. If you did not make certain selections, you will manually enter the information into the appropriate fields.
    • To cancel any of the current changes you have made, click the Cancel button . This will close the Enter Source Info window without saving any changes.

Copyright 2019
Revised 10.8.2025

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